| Pin Oak Investment Advisors Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | New |
| Impact Partnership Wealth, LLC | 0 | $10 | 0.00% | −100−100.0% | Reduced |
| Coppell Advisory Solutions LLC | 3 | $111 | 0.00% | +3 | New |
| True Wealth Design, LLC | 5 | $186 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 6 | $222 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 7 | $260 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $260 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $296 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 8 | $297 | 0.00% | −16−66.7% | Reduced |
| MV Capital Management, Inc. | 8 | $297 | 0.00% | +8 | New |
| SRS Capital Advisors, Inc. | 9 | $334 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $370 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $370 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 10 | $370 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $371 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 11 | $425 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 13 | $482 | 0.00% | −41−75.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 19 | $704 | 0.00% | +19 | New |
| Delos Wealth Advisors, LLC | 20 | $741 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 21 | $778 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 24 | $889 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 27 | $1.00K | 0.00% | −100−78.7% | Reduced |
| Asset Dedication, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 31 | $1.15K | 0.00% | +31 | New |
| Missouri Trust & Investment Co | 35 | $1.30K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 36 | $1.32K | 0.00% | +36 | New |
| Kelly Financial Services LLC | 37 | $1.37K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 38 | $1.41K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 38 | $1.41K | 0.00% | +38 | New |
| Cranbrook Wealth Management, LLC | 39 | $1.45K | 0.00% | +39 | New |
| VisionPoint Advisory Group, LLC | 41 | $1.52K | 0.00% | +41 | New |
| Scarborough Advisors, LLC | 45 | $1.67K | 0.00% | +45 | New |
| Arlington Trust Co LLC | 46 | $1.70K | 0.00% | +46 | New |
| Pacifica Partners Inc. | 50 | $1.71K | 0.00% | +50 | New |
| Bogart Wealth, LLC | 50 | $1.85K | 0.00% | −50−50.0% | Reduced |
| Tradewinds Capital Management, LLC | 50 | $1.85K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 50 | $1.85K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $1.85K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 50 | $1.85K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 50 | $1.85K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 54 | $2.00K | 0.00% | +4+8.0% | Added |
| Financial Management Professionals, Inc. | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 55 | $2.00K | 0.00% | +17+44.7% | Added |
| Valley National Advisers Inc | 80 | $2.00K | 0.00% | +80 | New |
| Signature Resources Capital Management, LLC | 55 | $2.04K | 0.00% | +55 | New |
| Venturi Wealth Management, LLC | 55 | $2.04K | 0.00% | +55 | New |
| Sachetta, LLC | 59 | $2.19K | 0.00% | +59 | New |
| Baystate Wealth Management LLC | 60 | $2.25K | 0.00% | −40−40.0% | Reduced |
| Mendota Financial Group, LLC | 68 | $2.52K | 0.00% | +68 | New |
| Tennessee Valley Asset Management Partners | 75 | $2.78K | 0.00% | +75 | New |
| Richard W. Paul & Associates, LLC | 80 | $2.96K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 80 | $2.96K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 69 | $3.00K | 0.00% | +69 | New |
| Kayne Anderson Rudnick Investment Management LLC | 82 | $3.04K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 85 | $3.15K | 0.00% | 00.0% | Unchanged |
| Motco | 87 | $3.22K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 97 | $3.59K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 100 | $3.70K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $3.70K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $3.70K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 100 | $3.70K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 100 | $3.70K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 100 | $3.70K | 0.00% | +100 | New |
| Plante Moran Financial Advisors, LLC | 112 | $4.15K | 0.00% | +112 | New |
| Lee Financial Co | 113 | $4.19K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 113 | $4.21K | 0.21% | +33+41.3% | Added |
| JFS Wealth Advisors, LLC | 115 | $4.26K | 0.00% | +5+4.5% | Added |
| Anchor Investment Management, LLC | 119 | $4.41K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 122 | $4.52K | 0.00% | +54+79.4% | Added |
| Planning Capital Management Corp | 125 | $4.63K | 0.00% | +125 | New |
| Vima LLC | 132 | $4.89K | 0.01% | +132 | New |
| Smithfield Trust Co | 160 | $5.00K | 0.00% | +160 | New |
| Sound Income Strategies, LLC | 146 | $5.41K | 0.00% | +20+15.9% | Added |
| GHP Investment Advisors, Inc. | 148 | $5.48K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 150 | $5.56K | 0.00% | −10−6.3% | Reduced |
| Cape Investment Advisory, Inc. | 160 | $5.93K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 150 | $6.00K | 0.00% | −400−72.7% | Reduced |
| Benjamin Edwards Inc | 153 | $6.00K | 0.00% | +153 | New |
| Cetera Trust Company, N.A | 167 | $6.19K | 0.00% | +167 | New |
| Tucker Asset Management LLC | 170 | $6.30K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 175 | $6.48K | 0.01% | +175 | New |
| Core Alternative Capital | 184 | $6.82K | 0.00% | −29−13.6% | Reduced |
| Hexagon Capital Partners LLC | 189 | $7.00K | 0.00% | +139+278.0% | Added |
| Private Wealth Management Group, LLC | 196 | $7.26K | 0.00% | +196 | New |
| Fortitude Family Office, LLC | 199 | $7.37K | 0.01% | +199 | New |
| Colonial Trust Advisors | 200 | $7.41K | 0.00% | −300−60.0% | Reduced |
| Provence Wealth Management Group | 200 | $7.41K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 200 | $7.41K | 0.01% | +200 | New |
| Atlantic Edge Private Wealth Management, LLC | 200 | $7.41K | 0.00% | +200 | New |
| Accent Capital Management, LLC | 200 | $7.41K | 0.01% | +200 | New |
| Brown Brothers Harriman & Co | 205 | $7.59K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 223 | $8.26K | 0.00% | −300−57.4% | Reduced |
| LM Advisors LLC | 225 | $8.33K | 0.00% | +225 | New |
| DSM Capital Partners LLC | 245 | $9.07K | 0.00% | +245 | New |
| Highlander Capital Management, LLC | 250 | $9.26K | 0.00% | −250−50.0% | Reduced |
| Baldwin Brothers Inc | 250 | $9.26K | 0.00% | 00.0% | Unchanged |